“We had never really thought about the fact that clients having to come into the office could turn out to be a bottleneck for our business as a whole. Yet with today’s reality of the COVID-19 pandemic and being in lockdown, having to perform in-person ID checks [as part of our onboarding KYC] would have been impossible.” Ian noted that, “We started onboarding clients with Legl, enabling us to go through the process much more effectively. And even though it wasn’t something we had thought we needed at that point, once we gave it a try, we never looked back.”
When asked for the reason why GloverPriest opted for Legl, Ian brings up the intuitiveness and ease of the platform as differentiators that set Legl apart from others.
“We started our partnership on a trial basis, and we immediately found that the product delivered exactly what it promised. It’s so intuitive and straightforward that we can use it with any client and at all times – even older clients.”
After working with Legl a few months, GloverPriest decided to remove all standard point of sale payment terminals from their offices. “We don’t have card machines anymore – all of our clients are able to make payments online or through the tablets that we have in the offices instead, which is saving us money too.”
The fact that Legl is able to deliver a more personalised relationship is also something that Ian feels has strengthened the partnership. “Rather than having an account manager that changes every other month, I appreciate the one-on-one relationship I have with Legl.”
On a final note, Ian wants to point out the invaluable collaboration that he’s had with Legl. “What’s been key for us is a real partnership as we think about how best to streamline our processes. As Legl continues to grow and develop the things that we need, we will adopt it and continue to develop and grow our firm that way as well.”